QWM
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Quaker Wealth Management’s W.R. Berkley WRB Stock Holding History

Quaker Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$570 – 1737
2025
Q1 		$570 Buy
+8
New +$490 ﹤0.01% 610

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Quaker Wealth Management's WRB Position: Q2 2026 in Review

Quaker Wealth Management increased its W.R. Berkley (WRB) stake by 13% in Q2 2026, buying an estimated $67 and bringing the position to 9 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Quaker Wealth Management first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $772 in Q4 2025. 292 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Quaker Wealth Management held 9 shares of W.R. Berkley worth $635 as of Q2 2026.
  • Quaker Wealth Management bought 1 W.R. Berkley share in Q2 2026, an estimated $67.
  • W.R. Berkley made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #689 holding.
  • Quaker Wealth Management first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's W.R. Berkley position peaked at $772 in Q4 2025.
  • 292 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.